Create Editor Session with CraftMyPDF API on New Contact Property Change from HubSpot API

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New Contact Property Change from the HubSpot API

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Create Editor Session with the CraftMyPDF API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and CraftMyPDF action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Contact Property Change trigger
1. Connect your HubSpot account
2. Configure timer
3. Select a Property
Configure the Create Editor Session action
1. Connect your CraftMyPDF account
2. Select a Template Id
3. Configure Expiration (in minutes)
4. Optional- Configure Can Save
5. Optional- Configure Can Create PDF
6. Optional- Configure Can View Settings
7. Optional- Configure Can Preview
8. Optional- Configure Can Edit JSON
9. Optional- Configure Can Show Header
10. Optional- Configure Can Show Layers
11. Optional- Configure Can Show Property Panel
12. Optional- Configure Can Show Help
13. Optional- Configure Can Show Data
14. Optional- Configure Can Show Expression Doc
15. Optional- Configure Can Show Property Binding
16. Optional- Configure Can Show Back URL
17. Optional- Configure JSON Mode
18. Optional- Configure Back URL
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Contact Property Change on HubSpot

Description:Emit new event when a specified property is provided or updated on a contact. [See the documentation](https://developers.hubspot.com/docs/api/crm/contacts)

Version:0.0.11

Key:hubspot-new-contact-property-change

View on GitHub

HubSpot Overview#

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Trigger Code#

import common from "../common/common.mjs";
import { DEFAULT_LIMIT } from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-contact-property-change",
  name: "New Contact Property Change",
  description: "Emit new event when a specified property is provided or updated on a contact. [See the documentation](https://developers.hubspot.com/docs/api/crm/contacts)",
  version: "0.0.11",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    property: {
      type: "string",
      label: "Property",
      description: "The contact property to watch for changes",
      async options() {
        const properties = await this.hubspot.getContactProperties();
        return properties.map((property) => property.name);
      },
    },
  },
  methods: {
    ...common.methods,
    getTs(contact) {
      const history = contact.propertiesWithHistory[this.property];
      if (!history || !(history.length > 0)) {
        return;
      }
      return Date.parse(history[0].timestamp);
    },
    generateMeta(contact) {
      const {
        id,
        properties,
      } = contact;
      const ts = this.getTs(contact);
      return {
        id: `${id}${ts}`,
        summary: properties[this.property],
        ts,
      };
    },
    isRelevant(contact, updatedAfter) {
      return !updatedAfter || this.getTs(contact) > updatedAfter;
    },
    getParams(after) {
      return {
        object: "contacts",
        data: {
          limit: DEFAULT_LIMIT,
          properties: [
            this.property,
          ],
          sorts: [
            {
              propertyName: "lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          filterGroups: [
            {
              filters: [
                {
                  propertyName: this.property,
                  operator: "HAS_PROPERTY",
                },
                {
                  propertyName: "lastmodifieddate",
                  operator: "GTE",
                  value: after,
                },
              ],
            },
          ],
        },
      };
    },
    batchGetContacts(inputs) {
      return this.hubspot.batchGetObjects({
        objectType: "contacts",
        data: {
          properties: [
            this.property,
          ],
          propertiesWithHistory: [
            this.property,
          ],
          inputs,
        },
      });
    },
    async processResults(after, params) {
      const properties = await this.hubspot.getContactProperties();
      const propertyNames = properties.map((property) => property.name);
      if (!propertyNames.includes(this.property)) {
        throw new Error(`Property "${this.property}" not supported for Contacts. See Hubspot's default contact properties documentation - https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties`);
      }

      const updatedContacts = await this.getPaginatedItems(this.hubspot.searchCRM, params);

      if (!updatedContacts.length) {
        return;
      }

      const results = await this.processChunks({
        batchRequestFn: this.batchGetContacts,
        chunks: this.getChunks(updatedContacts),
      });

      this.processEvents(results, after);
    },
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Property	`property`	`string`	Select a value from the drop down menu.

Trigger Authentication#

HubSpot uses OAuth authentication. When you connect your HubSpot account, Pipedream will open a popup window where you can sign into HubSpot and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any HubSpot API.

Pipedream requests the following authorization scopes when you connect your account:

business-intelligencecrm.lists.readcrm.lists.writecrm.objects.companies.readcrm.objects.companies.writecrm.objects.contacts.readcrm.objects.contacts.writecrm.objects.deals.readcrm.objects.deals.writecrm.objects.quotes.readcrm.objects.quotes.writecrm.objects.owners.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readconversations.readcrm.importfilesformsforms-uploaded-filesintegration-syncoauthtimeline

About HubSpot#

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action#

Create Editor Session on CraftMyPDF

Description:Create a new PDF editor session. The PDF editor url can be embedded into an IFrame. [See the documentation](https://craftmypdf.com/docs/index.html#tag/Template-Management-API/operation/delete-template)

Version:0.0.1

Key:craftmypdf-create-editor-session

View on GitHub

CraftMyPDF Overview#

CraftMyPDF is a powerful API that allows you to create dynamic and customizable PDF documents. By leveraging this API on Pipedream, you can automate the generation of invoices, reports, tickets, and any other document that requires a polished and professional look. Pipedream's serverless platform enables you to connect CraftMyPDF with numerous apps to create workflows that trigger PDF generation from events like form submissions, new database entries, or scheduled jobs.

Action Code#

import craftmypdf from "../../craftmypdf.app.mjs";

export default {
  key: "craftmypdf-create-editor-session",
  name: "Create Editor Session",
  version: "0.0.1",
  description: "Create a new PDF editor session. The PDF editor url can be embedded into an IFrame. [See the documentation](https://craftmypdf.com/docs/index.html#tag/Template-Management-API/operation/delete-template)",
  type: "action",
  props: {
    craftmypdf,
    templateId: {
      propDefinition: [
        craftmypdf,
        "templateId",
      ],
    },
    expiration: {
      propDefinition: [
        craftmypdf,
        "expiration",
      ],
    },
    canSave: {
      type: "boolean",
      label: "Can Save",
      description: "Can save the template. Default to `true`.",
      optional: true,
    },
    canCreatePDF: {
      type: "boolean",
      label: "Can Create PDF",
      description: "Can Generate PDF. Default to `true`.",
      optional: true,
    },
    canViewSettings: {
      type: "boolean",
      label: "Can View Settings",
      description: "Can view settings. Default to `true`.",
      optional: true,
    },
    canPreview: {
      type: "boolean",
      label: "Can Preview",
      description: "Can preview. Default to `true`.",
      optional: true,
    },
    canEditJSON: {
      type: "boolean",
      label: "Can Edit JSON",
      description: "Can edit JSON. Default to `true`.",
      optional: true,
    },
    canShowHeader: {
      type: "boolean",
      label: "Can Show Header",
      description: "Show CraftMyPDF header. Default to `true`.",
      optional: true,
    },
    canShowLayers: {
      type: "boolean",
      label: "Can Show Layers",
      description: "Show layer dialogue. Default to `true`.",
      optional: true,
    },
    canShowPropertyPanel: {
      type: "boolean",
      label: "Can Show Property Panel",
      description: "Show property panel. Default to `true`.",
      optional: true,
    },
    canShowHelp: {
      type: "boolean",
      label: "Can Show Help",
      description: "Show `Help` tab. Default to `true`.",
      optional: true,
    },
    canShowData: {
      type: "boolean",
      label: "Can Show Data",
      description: "Show `Data` tab. Default to `true`.",
      optional: true,
    },
    canShowExpressionDoc: {
      type: "boolean",
      label: "Can Show Expression Doc",
      description: "Show `Expression Doc` tab. Default to `true`.",
      optional: true,
    },
    canShowPropertyBinding: {
      type: "boolean",
      label: "Can Show Property Binding",
      description: "Show `Property Bind` tab for element. Default to `true`.",
      optional: true,
    },
    canShowBackURL: {
      type: "boolean",
      label: "Can Show Back URL",
      description: "Show `BackURL` button. Default to `true`.",
      optional: true,
    },
    jsonMode: {
      type: "integer",
      label: "JSON Mode",
      description: "JSON editor - `1`, JSON viewer - `2`.",
      optional: true,
    },
    backURL: {
      type: "string",
      label: "Back URL",
      description: "The URL for the back button",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      craftmypdf,
      templateId,
      ...data
    } = this;

    const response = await craftmypdf.createEditorSession({
      $,
      data: {
        ...data,
        template_id: templateId,
      },
    });

    $.export("$summary", "A new editor session was successfully created!");
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
CraftMyPDF	`craftmypdf`	`app`	This component uses the CraftMyPDF app.
Template Id	`templateId`	`string`	Select a value from the drop down menu.
Expiration (in minutes)	`expiration`	`integer`	Expiration of the generated PDF in minutes. Default to 5 minutes. Range between 1 minute and 24 hours.
Can Save	`canSave`	`boolean`	Can save the template. Default to `true`.
Can Create PDF	`canCreatePDF`	`boolean`	Can Generate PDF. Default to `true`.
Can View Settings	`canViewSettings`	`boolean`	Can view settings. Default to `true`.
Can Preview	`canPreview`	`boolean`	Can preview. Default to `true`.
Can Edit JSON	`canEditJSON`	`boolean`	Can edit JSON. Default to `true`.
Can Show Header	`canShowHeader`	`boolean`	Show CraftMyPDF header. Default to `true`.
Can Show Layers	`canShowLayers`	`boolean`	Show layer dialogue. Default to `true`.
Can Show Property Panel	`canShowPropertyPanel`	`boolean`	Show property panel. Default to `true`.
Can Show Help	`canShowHelp`	`boolean`	Show `Help` tab. Default to `true`.
Can Show Data	`canShowData`	`boolean`	Show `Data` tab. Default to `true`.
Can Show Expression Doc	`canShowExpressionDoc`	`boolean`	Show `Expression Doc` tab. Default to `true`.
Can Show Property Binding	`canShowPropertyBinding`	`boolean`	Show `Property Bind` tab for element. Default to `true`.
Can Show Back URL	`canShowBackURL`	`boolean`	Show `BackURL` button. Default to `true`.
JSON Mode	`jsonMode`	`integer`	JSON editor - `1`, JSON viewer - `2`.
Back URL	`backURL`	`string`	The URL for the back button

Action Authentication#

CraftMyPDF uses API keys for authentication. When you connect your CraftMyPDF account, Pipedream securely stores the keys so you can easily authenticate to CraftMyPDF APIs in both code and no-code steps.

To retrieve your API keys,

Navigate to your CraftMyPDF account and sign in
Grab your API Key directly on the Dashboard under “API Integration”

Create Editor Session with CraftMyPDF API on New Contact Property Change from HubSpot API

Pipedream makes it easy to connect APIs for CraftMyPDF, HubSpot and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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